See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,977 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,435 | $89,436+34.7% | $164,813-26.9% | $77,643+55.1% |
| Participation rate | 97.8% | 78.6%+19.2pp | 78.6%+19.2pp | 70.6%+27.3pp |
| Annual return | 14.05% | 28.83%-14.8pp | 69.93%-55.9pp | 31.24%-17.2pp |
| Employer contribution / active EE | $7,595 | $2,569+195.7% | $4,341+75.0% | $2,726+178.6% |
| Participant deferral / active EE | $4,504 | $4,897-8.0% | $6,031-25.3% | $4,647-3.1% |
| Admin fee / account holder | $160 | $339-53.0% | $12,690-98.7% | $430-62.9% |